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HNW - Coggle Diagram
HNW
Employee flag - why is needed, updated?
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Map what we want - primary, secondary, rollup into account A
Customer on HN fee, but don't have the flag
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Objectives
- Identify who are our HNWI customers
- Create HNW opportunities, e.g.
- Development a relationship management framework for HNW customers
- Run targeted campaigns / promotions
Definitions
A HNWI is someone with 480k or above AUM
HNW Household - combined AUM of 480k or above
VP - potential HNW
What do we mean by a household
HNW Opportunity-customer with 100k cash, X amount in AUM
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Rather than have a flag in Salesforce, can we create a Looker report
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